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S&P Global
SPGI

Overview Fund Activity

2,049 hedge funds and large institutions have $133B invested in S&P Global in 2025 Q1 according to their latest regulatory filings, with 191 funds opening new positions, 804 increasing their positions, 757 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,049
Holders Change
+37
Holders Change %
+1.84%
% of All Funds
27.83%
Holding in Top 10
71
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.41%
% of All Funds
0.96%
New
191
Increased
804
Reduced
757
Closed
119
Calls
$787M
Puts
$622M
Net Calls
+$165M
Net Calls Change
+$47M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$827M
2
BlackRock
BlackRock
New York
+$386M
3
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
+$341M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$312M
5
BI
BlueSpruce Investments
Illinois
+$213M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$1.52B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$683M
3
Edgewood Management
Edgewood Management
Connecticut
-$454M
4
Citigroup
Citigroup
New York
-$285M
5
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
-$236M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNBTCON
1351
First National Bank & Trust Co of Newtown
Pennsylvania
$522K – – –
RPWA
1352
Regent Peak Wealth Advisors
Georgia
$522K -$4.57K -9 -0.9%
CB
1353
CNB Bank
Pennsylvania
$520K +$32.5K +64 +7%
RSS
1354
Rosenblum Silverman Sutton
California
$520K – – –
NL
1355
NWAM LLC
Washington
$520K +$3.05K +6 +0.6%
ACM
1356
Ayrshire Capital Management
Connecticut
$520K – – –
ACL
1357
Applied Capital LLC
Florida
$517K -$7.62K -15 -1%
HIP
1358
HUB Investment Partners
Texas
$516K -$128K -251 -20%
PWA
1359
Provenance Wealth Advisors
Florida
$515K – – –
WIM
1360
Waverton Investment Management
United Kingdom
$515K -$7.62K -15 -1%
FB
1361
Fulton Bank
Pennsylvania
$515K -$13.7K -27 -3%
GFA
1362
Gallagher Fiduciary Advisors
Illinois
$513K +$1.52K +3 +0.3%
PFA
1363
Plotkin Financial Advisors
Maryland
$513K +$12.7K +25 +3%
AC
1364
Armistice Capital
New York
$511K +$511K +1,005 New
LAS
1365
LWM Advisory Services
Florida
$511K – – –
CWP
1366
Concord Wealth Partners
Virginia
$510K +$61.5K +121 +14%
AIP
1367
Arrowpoint Investment Partners
Singapore
$508K +$508K +1,000 New
LWL
1368
Leo Wealth LLC
Texas
$508K -$778K -1,531 -60%
EPIME
1369
Evelyn Partners Investment Management (Europe)
$507K +$507K +956 New
EFG
1370
Embree Financial Group
Illinois
$506K +$508 +1 +0.1%
GFPC
1371
Global Financial Private Client
Florida
$506K +$10.2K +20 +2%
VCM
1372
Versant Capital Management
Arizona
$505K +$234K +461 +86%
AAS
1373
Ameritas Advisory Services
Nebraska
$504K -$29.3K -58 -5%
NG
1374
Norden Group
Utah
$503K +$1.53K +3 +0.3%
GWP
1375
Gen-Wealth Partners
Michigan
$503K -$75.2K -148 -13%
53 54
55
56 57